Marc Bregman
Advisor at Primerica Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Primerica Advisors
Location
Cheyenne, WY
Credentials
Series 63, Series 65
Industry experience
26 years
About
Marc Bregman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has previously worked with NYL Securities and has been associated with Park Avenue Securities and Guardian Life Insurance for multiple years. Outside of his advisory work, Bregman serves as a board member for the Lodi Police Foundation and Lodi Crime Stoppers. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment products.
Client services
Based on Primerica Advisors
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Primerica Advisors
Wealth management
Tax-loss harvesting
Business exit / sale strategy
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees generally $500 to $25,000 per agreement for planning, consulting, business exit consulting
$0 - $499,999.99: Up to 2.05% (Park Avenue Portfolio Select Program) $500,000 - $999,999.99: Up to 2.00% (Park Avenue Portfolio Select Program) $1,000,000 - $1,999,999.99: Up to 1.95% (Park Avenue Portfolio Select Program) $2,000,000+: Up to 1.90% (Park Avenue Portfolio Select Program) $0 - >$0: Up to 0.45% annually (VestWise Program)
Brokerage commissions and ticket charges applicable for transaction-based accounts
Hourly financial planning/consulting fees generally $100-$500 per hour
Subscription-based financial planning fees paid annually, monthly or quarterly; maximum annual fee generally up to $25,000
Account minimum: $5,000 Minimum fee: Annual Platform Fee minimum of $90 per household Fee-only: Financial planning and consulting fees negotiable; hourly fees generally $100-$500/hour; flat fees $500-$25,000; subscription financial planning up to $25,000 annually; business consulting up to $30,000
Location
Cheyenne, WY
Most active in
Marc B has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Florida · Idaho · Illinois · Louisiana · Nevada · New Jersey · New York · Oklahoma · Oregon · Texas · Utah · Virginia · Washington · Wyoming
Work history
Park Avenue securities
2026 - Present (1 year)
Guardian life Insurance
2026 - Present (1 year)
Park Avenue securities
2026 - 2026 (1 year)
Guardian life Insurance
2026 - 2026 (1 year)
Guardian life Insurance
2025 - 2026 (1 year)
Park Avenue securities
2025 - 2026 (1 year)
Park Avenue securities
2023 - 2025 (2 years)
Guardian life Insurance
2023 - 2025 (2 years)
Guardian life Insurance
2023 - Present (3 years)
Park Avenue securities
2023 - Present (3 years)
Park Avenue securities
2017 - Present (9 years)
Guardian life Insurance
2017 - Present (9 years)
NYL Securities
2003 - 2017 (14 years)
Bregman Financial
1997 - Present (29 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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